Valor Econômico spoke with our partner Ana Cláudia Utumi about the government’s intention to adopt the so-called “come-cotas” on portfolios used by wealthy families to achieve better tax efficiency. The come-cotas consists of the periodic anticipation of income tax, which is already levied on fixed income portfolios, multimarkets and traditional currencies

Utumi recalled, in the report, that when the come-cotas on the income of open funds was instituted in 1997, the government managed to tax income related to the past, despite questions in court, but that the years 2021 and 2022 were not bonanza for the portfolios of these families.

Check out the full report at:

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